WESTLAKE WEALTH MANAGEMENT, LLC

Overview

Westlake Wealth Management, LLC is an independent registered investment adviser that manages portfolios primarily for individuals and small businesses on a percentage-of-AUM fee basis. The firm is owned by an individual and operates as a limited liability company. Its advisory mandate centers on discretionary portfolio management rather than institutional or pension consulting work. Westlake is not positioned as a multi-state adviser or a capital allocator and does not identify as an active ESG investor. Investment activity appears centered on pooled public vehicles—mutual funds and other public funds—supplemented by fixed income exposure and real estate allocations. Given the firm’s footprint and client base, its approach favors packaged, diversified instruments to deliver equity and income exposure rather than direct, concentrated stock-picking at scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices